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iShares Core 80/20 Aggressive Allocation ETF
248 hedge funds and large institutions have $431M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
189% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 18
61% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 61
43% more capital invested
Capital invested by funds: $302M → $431M (+$129M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
14% more funds holding
Funds holding: 218 → 248 (+30)
5.14% more ownership
Funds ownership: 20.57% → 25.71% (+5.1%)
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
98
Reduced
61
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$45.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$25.5M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$7.46M |
| 4 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$3.88M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.54M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
| 2 |
CF
Clarity Financial
Houston,
Texas
|
-$1.8M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.61M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.5M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.49M |